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Cyber Monday, Black Friday, Small Business Saturday, Giving Tuesday... there are a lot of ways money can flow through your fingers like water this time of year.

And... it's not too long before tax season will be here...

So, here's a step you can take to positively affect your 2021 tax burden:

Take a quick look at your tax withholding and make a last-minute adjustment up or down.

If you want some help, we're here for you.
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While we live in a world that feeds on a steady diet of complaint, may you find the riches in today's holiday.

From our hearts to yours: Happy Thanksgiving!

And thank you for your patronage.
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While we live in a world that feeds on a steady diet of complaint, may you find the riches in todays holiday.

From our hearts to yours: Happy Thanksgiving! 

And thank you for your patronage.

Changing the numbers you reported on a previous tax return is a lot simpler than you might expect. Sure, it involves filling out a new form (the "1040X," isn't that clever?), but it's a fairly straightforward process (not to mention satisfying if you end up getting a bigger refund). As always, we're here to help walk you through. ... See MoreSee Less

Now (BEFORE Black Friday, and Small Business Saturday, and Cyber Monday...) is the right time to start planning for your holiday spending. Even if you are a family of significant means, it's a good idea to be strategic about how you go about it. Examine what you did last year. How do you feel about last year's spending? Did you spend a realistic and appropriate amount, or did you go overboard? Try to be objective. This analysis will serve as the backbone of your plan. ... See MoreSee Less

Now (BEFORE Black Friday, and Small Business Saturday, and Cyber Monday...) is the right time to start planning for your holiday spending. Even if you are a family of significant means, its a good idea to be strategic about how you go about it. Examine what you did last year. How do you feel about last years spending? Did you spend a realistic and appropriate amount, or did you go overboard? Try to be objective. This analysis will serve as the backbone of your plan.
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